Effective Purchasing

SU Purchasing Department “The Purchasing Office's role is to ensure that the University obtains products and services that meet customer needs and are acquired at competitive pricing.” 2

Purchasing Department Price Compliance with University standards Insurance requirements Approvals 3

4 eProcurement Preferred method for orders Efficient/saves time Fewer errors Ability to track

5 eProcurement What is ePro? Electronic Requisitioning: On-line requisitioning system for order placement of goods and/or services. Sends requisitions through electronic approval process

6 Resources External Catalogs  Fisher Scientific  VWR  Dell Computer  Apple Computer  Staples  GovConnection Special Requests

7 Requisition and Approval Requestor creates online requisition Approval: if requestor is not self-approver, requisition flows to designated approver Sponsored Accounting can request more information before approving

8 Direct Connect Requisitions External Catalog (Punchout)  Direct connection to a supplier’s web catalog  Contract pricing  Quotes  Special promotions

Enter chartstring information- “Fund” “Department” “Program” If desired, name the requisition (not required)

Select vendor for online catalog

Web catalog within Peoplesoft Requisition Summary shows to the right side

Select items--Fill Shopping Cart--Checkout 13

Returns to “Create Requisition” screen “Review and Submit” 14

15 “Save and Submit” Approver will receive an that a requisition is “pending approval”.